Staff Positions

Weintraub Tobin strives to hire exceptional people who demonstrate a high degree of professionalism, initiative, and creativity. We believe in delivering quality client service both externally and internally while fostering an environment that encourages collaboration and camaraderie. We encourage effective communication and integration among attorneys and staff across offices. We believe in bringing the best people together to enhance client services and making the firm a great place to work. We are proud of the diversity of skills and experience each person brings to our organization.

BILLING COORDINATOR – SACRAMENTO

Weintraub Tobin is seeking a Billing Coordinator to assist the Firm’s Accounting and Finance Department. This position will report directly to the Chief Financial Officer and/or Controller. This is a full-time (40 hours/week), Sacramento, CA-based position. Salary will be commensurate with experience.

RESPONSIBILITIES

  • Perform and process daily billings including review of billing data for any errors.
  • Resolve billing issues directly with attorneys and clients.
  • Apply trust and retainer funds as directed.
  • Create and distribute monthly pre-bill report of outstanding pre-bills and distributes to billing attorney, practice group leader and CFO.
  • Edit pre-bills in response to attorney or secretary requests.
  • Provide back-up support to A/P and A/R.
  • Assist with month end tasks (i.e. trust balancing and interest).
  • Process write-offs based on Firm policy.
  • Provide remote assistance to the San Francisco, Los Angeles, Newport Beach and San Diego office locations.
  • Make collection calls.
  • Provide other duties as needed and assigned by Firm management.

SKILLS AND ABILITIES

  • 2-4 years of billing, A/P, and light bookkeeping experience within a law Firm or other professional services industry.
  • Experience with computer software programs including Excel and Word.
  • Experience with Orion accounting software program a plus
  • Experience e-billing sites (e.g. Tymetrix, Counsellink, Legal eXchange, Legal Tracker, etc.) a plus.
  • Strong attention to detail and high level of accuracy.
  • Strong analytical and organizational skills.
  • Ensures strict confidentiality at all times.
  • Ability to effectively interact and communicate with all levels of the Firm (i.e. shareholders, other attorneys, Firm management, and other staff).

Qualified candidates should send their resume and cover letter to filling out this form.

Trusts and Estates Paralegal

Weintraub Tobin’s Trusts and Estates (T&E) Group focuses on clients’ personal concerns, as well as their estate planning, tax, and litigation goals. Our estate planners have extensive experience with designing and implementing sophisticated estate, valuation, and philanthropic planning techniques and work with clients to integrate their business succession planning and retirement planning. Our T&E group is also well-recognized for its probate, trust, and conservatorship administration services.  They represent beneficiaries, executors, corporate, and individual trustees.  In addition, our T&E litigators have extensive experience with Alternative Dispute Resolution including mediation and arbitration.

Our Sacramento Trusts and Estates Group is seeking an experienced Paralegal to join their growing practice group.  The successful candidate must be able to take direction from multiple attorneys, effectively manage time and assignments, enjoy working as part of a team, and demonstrate a first-class commitment to client service.

REQUIREMENTS AND EXPECTATIONS

Under attorney supervision, the Trusts and Estates Paralegal will be expected to carry out the below job duties and responsibilities.

  • Draft and prepare estate planning documents (e.g. wills, trusts, powers of attorney).
  • Work closely with clients to gather information, customize their documents to their specific needs and coordinate the signing of documents.
  • Manage trust and probate administration case matters and deadlines, from opening to closing the estate or trust, including Notifications by Trustee, Certifications of Trust and other trust administration documentation, as well as, valuing estate assets and drafting court forms, petitions, and orders.
  • Assist in preparation of estate tax returns.
  • Prepare and record deeds with accompanying transfer documents.
  • Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets.
  • Determine beneficiaries and persons entitled to notice.
  • Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines.
  • Experience with completing conservatorship and other court petitions, including those related to trust modification, petitions for instructions, and petitions to approve accountings, a plus.
  • Accompany supervising attorney(s) in meeting with clients.
  • Additional duties as assigned by supervising attorneys and/or Firm management.

EDUCATION AND EXPERIENCE

  • Minimum of 4-6 years of experience with drafting estate planning documents
  • 5+ years of experience in estate planning, trust administration, and estate and probate administration
  • Paralegal certificate required
  • Bachelor’s degree preferred
  • Current and working knowledge of foundational estate planning
  • Superior drafting skills, attention to detail and organizational ability
  • Familiarity with Worldox or similar document management system
  • Communicates effectively with attorneys and legal staff at all levels
  • Advanced operation and knowledge of Microsoft Office Suite (Outlook, Word, Excel and PowerPoint).
  • Superior attention to detail and organizational ability

Qualified candidates should send their resume and cover letter to filling out this form.

DOCKET SPECIALIST– SACRAMENTO

Weintraub Tobin Law Corporation is currently seeking a full-time (40-hour work week) experienced Docket Specialist. This position will be based in our Sacramento office and will work closely with our docket manager, docket team, attorneys, and legal staff.

RESPONSIBILITIES

The Docket Specialist will have the ability to perform the below job duties and responsibilities with minimal supervision:

  • Prioritize and identify rush assignments and docket accordingly.
  • Calculate and docket all court appearances, documents and statutes of limitations in accordance with local, state, federal and administrative rules.
  • Identify state, federal, and administrative documents and apply the correct jurisdiction for calculations.
  • Research codes, authority, local court rules, and judge’s rules in response to attorney and staff inquiries and respond accordingly.
  • Perform legal research to ensure proper jurisdiction and calculations of deadlines and events.
  • Identify and revise deadlines and events in the Firm’s docket database when they are updated or concluded.
  • Serve as Firm resource regarding local, county, state and federal rules and policy changes.
  • Additional responsibilities as assigned.

SKILLS AND ABILITIES

  • Solid understanding of the litigation process and timeline for state and federal court cases.
  • Experience using CompuLaw docket software preferred.
  • Team player capable of working effectively and respectfully with all levels of staff.
  • Strong attention to detail.
  • Demonstrate excellent verbal and written communication skills.
  • Strong organizational and time management skills.

EDUCATION AND EXPERIENCE

  • Paralegal certification and bachelor’s degree preferred.
  • Must have 4+ years’ experience as a litigation docket specialist or as an experienced litigation
    secretary or litigation paralegal.

Qualified candidates should send their resume and cover letter to filling out this form.

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. It is Firm policy to provide equal opportunities to all qualified individuals regardless of race, color, creed, religion, national origin, sex, age, physical or mental disability, medical condition, marital status, sexual orientation, sexual identity, genetics, veteran status, or any other class protected under federal, state, or local law. This policy applies to all terms and conditions of employment. It is the intent of the Firm to comply with all applicable federal and state laws with respect to fair employment practices. The Firm will provide reasonable accommodation to qualified applicants and employees with a known disability or medical condition or for an employee’s religious beliefs provided the accommodation does not cause undue hardship to the Firm. Any applicant or employee with a qualifying disability or medical condition, or a religious practice, that requires an accommodation in order for the employee to perform the essential function of his or her job, should contact Human Resources to discuss it further so the Firm can determine if a reasonable accommodation exists and can be provided.

Note: If an applicant accepts an offer from the Firm, all confirmed new hires must comply with the Firm’s mandatory COVID-19 vaccination policy.  Further information about the policy is available to qualified candidates upon request.